Loan Advisor

4 weeks ago

Phoenix, Arizona, United States Freedom Mortgage Full time
Job Summary:

The Loan Advisor role is a customer-centric, inside sales position within the Call Center. As a Loan Advisor, you will be responsible for both inbound and outbound calls through various marketing tactics, where providing financial solutions and excellent customer service to customers is top priority.

Key Responsibilities:
  • Analyze applicant information to determine whether the customer qualifies for a beneficial loan program.
  • Assist customers in discussing financial objectives and goals and take the initial loan application.
  • Clearly communicate the loan program terms and benefits available to the customer as well as the loan process.
  • Ensure all required documents are returned and disclosures are signed in a timely manner.
  • Follow our sales process and QA requirements to remain compliant.
  • Continually meet and/or exceed the Sales KPI's set by Management.
  • Be responsive to customers' needs and expectations.
  • Have excellent communication skills and be clear, concise, and professional when speaking with customers.
  • Be eager to develop knowledge of the mortgage industry, products, lending practices, and regulatory guidelines.
  • Maintain a professional image and standards consistent with company policies and procedures.
  • Maintain regular and punctual attendance.
Additional Responsibilities:

Perform other related duties as assigned.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience:
  • High School Diploma required.
  • At least one (1) year of mortgage sales experience.
Certificates, Licenses, Registrations:

NMLS/SAFE, at least 1 active license or at a minimum, the ability to be licensed without having to retake the SAFE exam.

Language Skills:

Ability to read and comprehend instructions, correspondence, memos, and workplace policies. Ability to analyze, interpret general business periodicals, professional journals, procedures, and governmental regulations. Ability to write professional correspondences. Ability to write routine business reports. Ability to speak effectively with other employees and/or customers. Ability to present formal information in one-on-one and small group situations to customers and employees. Ability to present information and respond to questions from groups of administrators, managers, employees, customers and/or the public.

Mathematical Skills:

Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability:

Ability to carry out detailed written and/or verbal instructions. Ability to solve problems involving concrete variables in standardized situations. Ability to define problems, collect data, establish facts, and draw valid conclusions.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Equal Employment Opportunity:

Freedom Mortgage is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act:

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. Freedom Mortgage Corporation may change the specific job duties with or without prior notice based on the needs of the organization

  • Loan Advisor

    4 weeks ago

    Phoenix, Arizona, United States Freedom Mortgage Full time

    Job SummaryThe Loan Advisor role is a customer-centric, inside sales position within the Call Center. As a Loan Advisor, you will be responsible for both inbound and outbound calls through various marketing tactics, where providing financial solutions and exceptional customer service to customers is top priority.Key ResponsibilitiesAnalyze applicant...

  • Mortgage Loan Officer

    4 weeks ago

    Phoenix, Arizona, United States The EMAC Group Full time

    Job Title: Consumer Direct Loan OfficerWe are seeking a highly motivated and experienced Consumer Direct Loan Officer to join our team at The EMAC Group. As a Consumer Direct Loan Officer, you will be responsible for expanding our existing call center and working with qualified home shoppers to provide them with the best mortgage loan options.Key...

  • Mortgage Loan Originator

    4 weeks ago

    Phoenix, Arizona, United States Churchill Mortgage Full time

    Why Churchill Mortgage?We empower our Loan Officers with cutting-edge systems and processes, enabling them to close more loans efficiently and deliver exceptional customer service. Our Operations Team takes ownership of the process, ensuring a seamless experience for every customer. Our systems and processes allow you to focus on originating, building...

  • Mortgage Loan Officer

    3 weeks ago

    Phoenix, Arizona, United States The EMAC Group Full time

    Job Title: Consumer Direct Loan OfficerAbout the Role:We are seeking a highly skilled Consumer Direct Loan Officer to join our team at The EMAC Group. As a Consumer Direct Loan Officer, you will be responsible for receiving 100% inbound calls from qualified home shoppers looking to make their next purchase.Key Responsibilities:Exceptional phone sales...

  • Mortgage Loan Officer

    3 weeks ago

    Phoenix, Arizona, United States Forward Loans Full time

    Mortgage Loan Officer Job DescriptionForward Loans is seeking a skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for assisting clients with their lending needs, evaluating mortgage applications, and providing exceptional customer service.Key Responsibilities:Evaluate mortgage applications and make...

  • National In-House Mortgage Loan Originator

    3 weeks ago

    Phoenix, Arizona, United States FB BANCORP Full time

    Job SummaryFB BANCORP is seeking a highly skilled and experienced National In-House Mortgage Loan Originator to join our team. The successful candidate will be responsible for originating mortgage loans on a national scale and establishing/maintaining relationships with Farm Bureau members, leaders, and Agents. You will be responsible for guiding borrowers...

  • Voya Financial Advisor

    3 weeks ago

    Phoenix, Arizona, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Phoenix area. As a key member of our team, you will be responsible for building and maintaining relationships with plan sponsors, providing expert advice on retirement and investment strategies, and conducting seminars...

  • Mortgage Loan Originator

    3 weeks ago

    Phoenix, Arizona, United States FB BanCorp Full time

    Job Summary:Farm Bureau Bank is seeking a highly skilled and experienced National Inhouse Mortgage Loan Originator to drive mortgage loan production and maintain compliance with regulatory requirements.Key Responsibilities:Originate mortgage loans from leads generated through various channels, including current and past bank customers, referrals, marketing...

  • Mortgage Loan Officer

    3 weeks ago

    Phoenix, Arizona, United States Forward Loans Full time

    Unlock Your Earning PotentialAs a Mortgage Loan Officer at Forward Loans, you'll have the opportunity to take control of your financial success. Our innovative mortgage marketplace empowers you to earn more, according to your ambition and capabilities. You set the limit, and with our cutting-edge technology and CRM integration, you'll have the tools to...

  • National In-House Mortgage Loan Originator Specialist

    4 weeks ago

    Phoenix, Arizona, United States FB BanCorp Full time

    About the RoleFarm Bureau Bank is seeking a highly skilled and experienced National In-House Mortgage Loan Originator to join our team. As a key member of our mortgage lending team, you will be responsible for originating mortgage loans on a national scale and establishing/maintaining relationships with Farm Bureau members, leaders, and Agents.Key...

  • Homeownership Advisor/Financial Coach

    4 weeks ago

    Phoenix, Arizona, United States Trellis Full time

    Job SummaryTrellis is seeking a highly skilled Homeownership Advisor/Financial Coach to join our team. As a key member of our Homeownership Center, you will provide individualized counseling and education services to our clients, helping them achieve their goal of homeownership.Key ResponsibilitiesMeet with clients to provide pre-purchase housing and...

  • Mortgage Approval Specialist

    4 weeks ago

    Phoenix, Arizona, United States Tri Pointe Homes Holdings, Inc. Full time

    Mortgage Approval Advisor Job DescriptionTri Pointe Homes Holdings, Inc. is seeking a highly skilled Mortgage Approval Advisor to join our team in Scottsdale, Arizona. As a Mortgage Approval Advisor, you will play a critical role in ensuring the smooth pre-approval process for our clients.Key Responsibilities:Prequalify clients for loans prior to signing a...

  • Financial Professional

    4 weeks ago

    Phoenix, Arizona, United States Voya Financial Advisors Inc Full time

    Financial Professional Opportunity at Voya Financial AdvisorsVoya Financial Advisors, Inc. is a leading independent broker-dealer in the defined contribution and defined benefit business. We are seeking a highly skilled Financial Professional to join our team in the greater Phoenix area.Key Responsibilities:Prospect, schedule, and conduct one-on-one...

  • Senior Collections Manager

    4 weeks ago

    Phoenix, Arizona, United States DriveTime Full time

    About the RoleWe are seeking a highly skilled and experienced Collections Manager to lead our team at DriveTime Family of Brands.Key ResponsibilitiesMonitor and review the work of Loan Advisors to ensure it is effective and within Company and Legal policy.Provide daily goals and strategy to their team to maximize long-term success.Administer continuous...

  • Pediatric Faculty Physician

    3 weeks ago

    Phoenix, Arizona, United States Dignity Health Full time

    We are seeking a highly skilled Pediatrician to join our team as a Faculty Physician in the Pediatric practice at Dignity Health Medical Groups. This role will involve primarily caring for patients in the outpatient and inpatient newborn settings.Key Responsibilities:Education and clinical oversight of learners in general clinic, continuity clinic, and...

  • Pediatric Faculty Physician

    4 weeks ago

    Phoenix, Arizona, United States Dignity Health Full time

    Join Our Team as a Pediatric Faculty PhysicianWe are seeking a highly skilled and dedicated Pediatric Faculty Physician to join our team at Dignity Health Medical Group. As a key member of our pediatric practice, you will be responsible for providing exceptional patient care, educating and supervising learners, and contributing to the advancement of...

  • Customer Service Representative

    4 weeks ago

    Phoenix, Arizona, United States Homesite Group Incorporated Full time

    About the RoleThis experienced-level position reports to the Customer Service Manager and is responsible for providing exceptional customer service to Homesite-CONNECT customers. The successful candidate will be the first point of contact for service issues, requests, and account information, and will communicate directly with customers to research...

  • Pediatric Faculty Physician

    3 weeks ago

    Phoenix, Arizona, United States Dignity Health Full time

    About the RoleWe are seeking a Pediatric Faculty Physician to join our team at Dignity Health Medical Group. As a key member of our academic medicine team, you will be responsible for providing high-quality patient care, teaching and supervising learners, and contributing to the development of our pediatric practice.Key ResponsibilitiesProvide clinical care...

  • Campus Financial Services Specialist

    4 weeks ago

    Phoenix, Arizona, United States Desert Financial Credit Union Full time

    Job SummaryThe Campus Financial Services Specialist is a key role in growing and retaining student membership and expanding overall business growth for the credit union within the university community. This position requires strong presentation abilities, financial acumen, and interpersonal skills to build awareness and develop trusted advisor relationships...

  • Account Executive IV Financial Services

    3 weeks ago

    Phoenix, Arizona, United States Vericast Full time

    Job DescriptionAs an Account Executive IV Financial Services at Vericast, you will play a key role in delivering digital and analog marketing, payments, deposit, and loan acquisition solutions to existing bank and credit union clients. Your primary responsibility will be to carry your own sales quota within the Major & Strategic Accounts sales team and...